Managing Investments
Help articles
30 articles
- Managing Investments
Can I do a joint investment?
We are pleased to announce that we now welcome joint accounts. Please note that both parties are required to submit AML/KYC verification documents.
- Managing Investments
Can I liquidate (sell) my shares?
Once a live offering has closed, you may choose how to handle your shares.
- Managing Investments
Can I switch my payment from one type to the other? (ie. Wire to ACH)
How to change the payment method on a StartEngine investment by canceling the current investment and resubmitting with the new payment type.
- Managing Investments
Do I need to report my shares in taxes somehow?
General information on reporting StartEngine investments at tax time by entity type. StartEngine does not provide tax or investment advice.
- Managing Investments
How do I cancel my investment?
How to cancel a StartEngine investment, including the Reg CF cancellation window up to 48 hours before an issuer's rolling close or offering close.
- Managing Investments
How do I change or cancel my reservation?
In order to change your reservation amount, you will have to cancel your reservation and re-submit a new reservation.
- Managing Investments
How do I receive updates from and contact the companies I invested in?
How companies you've invested in share updates and reach you after a raise, through direct emails or the updates section of their campaign page.
- Managing Investments
How do I reconfirm my investment?
When live offerings undergo material changes like these on StartEngine, the SEC requires that all investors reconfirm their investments.
- Managing Investments
How do I update the address on my account?
To update the address associated with your account, please follow these steps:. Login to your StartEngine account: www.StartEngine.com/login .
- Managing Investments
How do I view my investment status?
To view your investment status using a browser, please follow these steps:. Login to your StartEngine account .
- Managing Investments
How do I view my subscription agreement?
Once your investment is fully invested, you will be able to view your signed subscription agreement, which is your proof of ownership.
- Managing Investments
How long do I have after the offering closes to fix/correct my investment?
After 45 days of the offering close date, if your investment is pending for any reason, (ie.